President/owner · Sasser Investment Management, Inc.
Bradley D. Sasser
CRD 1679157 · Named on Form ADV at one SEC-registered adviser
At a glance
Sasser Investment Management, Inc., an SEC-registered wealth manager based in Berkeley, CA with $120 million in regulatory assets, lists Bradley D. Sasser on its Form ADV as President/owner, a control person.
Firms and roles
- Sasser Investment Management, Inc.President/ownerWealth manager · Berkeley, CA · $120M in regulatory assets
AtlasMembers
Bradley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Thomas J. LonzoDirector/owner, Sasser Investment Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.